Paul’s Substack
Paul JacobsonMy personal Substack largely about the Canadian economy.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 96 | Founded | 3 years ago | Last Issue | 2 days ago |
| Active | |||||
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pauljacobson.substack.comLatest Issues
Farm Input Costs through 2026-q1
Headline
Our CPI analysis looks more at food costs. Domestically-supplied food is dominated by supply effects. Demand management using the policy rate is less of an issue. We do have an issue with processing retail competition and margin...
Labour Force data through 2026-06
Headline
We should be grateful for the vast array of data products supplied by StatCan. My notes discuss what interests me this month and does not substitute for the Daily. The latter emphasizes national employment (and unemployment) rat...
Industry GDP -2026-05
Headline
Last month, the economic click bait was that Canada was in a technical recession. If you squinted to you see a drop in the quarterly data but only if the non-business (i.e. public government) was commingled with the business out...
Payroll Employment - 2026-04
Headline
The Daily plots payroll employment as its first chart to report that average employment in April is only 0.4% higher than a year ago. It is not an exciting picture. Part-time movement has been a big issue. Combining hours with e...
CPI Inflation through 2026-05
Headlines
The speed of price change is presumed to affect the efficiency of economic decision making. An ill-planned war does not help either. Measured on a y/y basis, the aggregate change increased from 2.8% to 3.2%, Measured over a 6mo...
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Authors
The writers behind this newsletter.
Retired Economist - making his analysis available as a public service.
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